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M&R Capital Management’s American Financial Group AFG Stock Holding History

M&R Capital Management’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12
Closed -$1.43K – 550
2023
Q4 		$1.43K Hold
12
– – ﹤0.01% 584
2023
Q3 		$1.34K Hold
12
– – ﹤0.01% 568
2023
Q2 		$1.43K Hold
12
– – ﹤0.01% 572
2023
Q1 		$1.46K Buy
+12
New +$1.58K ﹤0.01% 563

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

M&R Capital Management's AFG Position: Q1 2024 in Review

M&R Capital Management sold out of American Financial Group (AFG) in Q1 2024, closing a stake of 12 shares — an estimated $1.43K sold.

M&R Capital Management first reported a position in AFG in Q1 2023 and held it in 4 quarters. The position peaked at $1.46K in Q1 2023. 419 funds tracked by Wall St. Rank hold AFG as of Q1 2024.

  • M&R Capital Management reported no remaining American Financial Group position as of Q1 2024 after selling out during the quarter.
  • M&R Capital Management sold 12 American Financial Group shares in Q1 2024, an estimated $1.43K.
  • M&R Capital Management first reported a position in American Financial Group in Q1 2023 and held it in 4 quarters.
  • M&R Capital Management's American Financial Group position peaked at $1.46K in Q1 2023.
  • 419 funds tracked by Wall St. Rank held American Financial Group as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.